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What is Email Automation? A Beginner’s Guide

Using email or marketing automation software, you may utilize predetermined rules to initiate email messages and tailor your emails depending on certain actions consumers take—or do not take. Some applications include automating welcome emails sent when a consumer registers up for a mailing list, comparable product suggestions after a visitor has purchased from your site, or a brief reminder that the consumer added something to their basket but did not complete the checkout process. Email automation removes time-consuming duties from your to-do list, streamlining the process for more important chores like replying to client inquiries. It may assist clients with learning more about your company, encouraging them to return, or reminding consumers of why they purchased from you in the first place.

You would like to remain linked to your consumers as a marketer or professional business. E-mail Automation is an efficient Marketing automation tool, allowing you to deliver the best output to the right people at the right time, utilizing automated processes that are very successful in leading support, and ultimately driving sales from both new and current customers.

What is Email Marketing?

Email marketing uses email to create connections with customers. You may deliver valuable content and persuade visitors into buyers via a suitable e-mail marketing communication channel.

Those fascinated by your item or brand may contact your mailing list and learn all they need for a knowledgeable purchase choice through email marketing communication.

You may be confident that e-mail marketing is a big cash source for your company, provided you create your e-mail list with your potential customers – individuals who can profit from items or services.

Types of Email Automation

Companies employ one of two forms of email marketing automation:

1. Automation based on triggers

Trigger emails are sent in response to user activities (or triggers). This implies you may tweak them to be extremely particular depending on client behavior like:

  • Buying something.
  • Giving up on a cart.
  • Milestones (birthdays, repeat purchases, customer anniversaries).

With these emails, you may be as artistic as you want. Just keep in mind that if you're going to put up trigger-based automation, it must provide benefits to your consumers.
As an example:

  • One month after the first purchase, an automaton offers free delivery on a second transaction, providing value to the client (free delivery).
  • An automaton that merely says, "Come back and make a second purchase," does not provide any motivation.
2. Drip Marketing Campaigns

Drip campaigns send consumers a series of emails depending on a predefined trigger.

Drip campaigns are often prompted by intended user activities such as registering for your goods, purchasing it, or subscribing your email list.

Advantages of Email Marketing

1. Reasonably priced

Let us begin with the most fundamental question: how much does email marketing cost?

All you need to operate effective email marketing campaigns is an email list, a basic plan, and the correct application for launching and analyzing your email campaigns.

Like other marketing products, some are more economical and other are relatively high. This relates in most scenarios to the sort of market they aim and the quantity of services on the platform.

2. Comprehensive Monitoring

Your email marketing communication is fully controlled by you. You can:

  • Design your properties (e.g. web forms, emails, and landing pages)
  • Determine the type of campaigns you conduct for email marketing
  • Split your email list for accurate purposes
  • Label your personalized connections
  • To achieve your company objectives, establish advertising automated workflows

Your e-mail delivery is not totally controllable, but if you implement best practices in e-mail marketing and properly grow your customers, you won't have to concern that your e-mails are missing.

3. Accuracy

When you're building an organic list, ask users to confirm their membership. This way, you know your customers want to receive emails from your company, which means you're sending out emails to individuals who are genuinely interested in your service. This type of email list is regarded as high-quality and is likely to produce greater business outcomes.

In real-time, you can perform A/B testing, manage data, and track the outcomes of your email marketing campaigns. Based on the data gathered, you may enhance your email marketing campaign by making minor modifications (e.g., style, structure, or process).

4. Convenience

It is easy to set up an email marketing strategy. With straightforward drag-and-drop builders, you can create email templates, landing pages, and marketing automation processes — no coding required! If the style isn't your thing, you may always utilize pre-made themes to build up your marketing.

5. You can reach consumers on mobile devices

The number of email openings on smartphones continues to rise. According to our Email Marketing Benchmarks research, desktop opens account for 45.69% of all email openings, followed by mobile openings at 34.31% and webmail openings at 20%.

This implies that you can connect out to your clients and influence their purchasing preferences no matter where they are. You may also combine your online and offline marketing efforts, for example, by acquiring email addresses at events or when buying in a physical store.

6. Communication that is targeted and individualized

During the subscription process, you may acquire important information from your connections and use it to adapt the communication to their requirements and interests. Based on the data, you may form groups of users that have similar characteristics. Your customers will remain on your list as long as they find benefit in your message — this is how you can establish a large email list that generates significant money over time.

7. Results that are simple to quantify

By connecting your email marketing solution with web analytics tools like Google Analytics, you can get complete control over your email marketing operations. Simply include UTM parameters in your emails, and you'll know which mail, subject line, or call to action button produced the greatest results.

You may regulate the success of individual emails in the statistics section of your email marketing platform, and then monitor user activity on your website. Personalized email marketing campaigns may have targets defined, conversions tracked, and ROI calculated.

8. Completely automated

Marketing automation allows you to create customized procedures for your marketing. You may quickly design any type of automated email marketing campaign by utilizing a drag-and-drop builder to program the data exchange using the given criteria, methods, and filters.

What stages are involved in creating an email automation process?

1. Determine who you want to target

Begin by examining the clients who have previously purchased from you and attempting to determine the qualities and interests of your consumers.

2. Conduct some research on the problems that your current customers/audience are experiencing

The second stage is to do research to determine the problems that your customers/audience experience when utilizing your services/product. This will assist you in developing an enticement for individuals to register to your services/product.

3. Using the information gathered, construct your reward

Use the data from the preceding phases to generate interest in that subject. As an alternative, you might write a tutorial or include the information in your opt-in message. This will entice them to join up, and then you can simply offer them a free trial of your service.

4. Persuade individuals to do what you want them to do

To plan ahead of time, you must build some form of "plan." You'll get a welcome email first, followed by several follow-up emails with links to the guide you produced in the previous step. What should they do after that?

  • They could become a client, therefore you should add them to a client list.
  • If they do not become clients, you can add them to a mailing list.
5. Compose your mails

Consider the relationship you want to develop with the client while you write the emails. Make them feel at ease, as if they are a member of the community, tell them about yourself, and keep your promises (free trial, a guide, etc.).

Make sure that every email you send builds a trust while also offering valuable material.

6. Use opt-ins to segment your audience and deploy them

You may now add opt-in forms to your website. You may have the capabilities and opt-ins necessary depending on the marketing tool you employ, but it is always ideal to utilize a specialist solution.

7. Direct people to the opt-in forms

Now that everything is in order, it's time to start driving visitors to the opt-ins. Organic traffic, referrals from other sites, sponsored traffic from Google, Bing, Facebook Ads, and so on are all possibilities.

8. Examine and improve your performance

Evaluate and optimize what works. You may boost your opt-in rate by changing the language, opt-in style, or reward.

The same is true for your email sequence: if you discover that readers are not reading your emails, you may experiment with alternative subject lines. Remember that how you interact with new email users must be entirely different from how you connect with current clients. You'll need to separate these two.


If you've been neglecting email marketing, it's worth reconsidering your approach. Email automation assists you in reaching out to your target demographic and engaging with your consumers. Automations, unlike manual campaigns, operate in the background while you focus on other important duties. You may send customized emails to each user, from newcomers to recurring purchasers, using automation. And, by combining email automation with consumer data, you can fine-tune your marketing with each email you send—and expand your organization without compromising that particular personal touch.

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